- Step 1: Access the Chat Widget Settings
- Step 2: Configure Workflow Actions
- Examples of Live Chat Actions
- Step 3: Embed the Chat Widget and Test
- Conclusion
Live chat functionality is a game-changer for businesses looking to enhance customer support, lead generation, and overall engagement. HighLevel, a leading marketing automation platform, makes it easy to set up live chat triggers and actions. In this blog, we’ll walk you through the process in just three easy steps.
Step 1: Access the Chat Widget Settings
The first step is to navigate to your sub-account in HighLevel and click on Sites and then Chat Widget. Here, you’ll find several customization options for your chat widget, including:
- Chat Bubble: Customize the appearance of your chat bubble.
- Intro Message: Set the initial message that greets your visitors.
- Avatar Image: Choose an avatar to represent your chat support.
- Return Visitors: Configure settings for returning visitors.
You’ll also need to select your chat type. HighLevel offers several options, including SMS, email chat, and the new live chat feature. For real-time, two-way conversations, choose Live Chat. This option is particularly effective for large teams providing 24/7 support.
After customizing your settings, click Save to apply your changes.
Step 2: Configure Workflow Actions
Live chat isn’t just about being reactive; it’s about proactively engaging with your audience. To set up workflow actions:
- Go to Automation and select Workflows.
- Click on Create a Workflow and start from scratch.
- Set your trigger by selecting Customer, and then choose the filter Reply Channel with Live Chat.
This setup ensures that whenever someone sends a live chat message, they are automatically entered into this workflow.
Examples of Live Chat Actions
- Lead Generation: Automatically reply to new leads.
- Customer Support: Provide instant responses to customer inquiries.
- Sales and Upselling: Engage customers with sales offers and upsell opportunities.
- Customer Engagement: Foster deeper connections with your audience.
- Feedback Collection: Gather valuable feedback from your customers.
Customize your workflow actions to suit your business needs. For instance, you can:
- Add a contact tag to identify where the lead came from.
- Assign the chat to a specific user.
- Prompt customers to book an appointment or make a payment.
- Add notes with custom values to keep track of interactions.
Once your workflow is set up, don’t forget to name it and turn it on before saving.
Step 3: Embed the Chat Widget and Test
With your chat widget customized and workflows in place, the final step is to embed the chat widget into your website. This process is straightforward:
- Copy the embed code from the chat widget settings.
- Paste the code into your website’s HTML where you want the chat widget to appear.
To ensure everything is working correctly, send a test message through the live chat feature on your website. Check that your workflow actions are triggered as expected.
Conclusion
Setting up live chat triggers and actions in HighLevel is a powerful way to enhance customer interaction, streamline support, and boost lead generation. By following these three easy steps, you can leverage HighLevel’s robust capabilities to create a seamless and engaging experience for your website visitors.
